Our client is seeking a Chartered Financial Planner to take on a senior role within
our close -knit and client -focused team. This opportunity has arisen due to the
planned departure of a seasoned planner and represents a chance to inherit a
well -established client bank of approximately 75–85 clients, representing circa
£400k in annual recurring revenue.

Key
Responsibilities:

·         Manage and nurture an existing client bank,
building strong relationships swiftly and effectively.

·         Conduct impactful client review meetings and
deliver tailored financial planning advice.

·         Utilise cash flow modelling software to
create clear, actionable financial plans (we currently use Truth).

·         Lead as the Senior Planner within the firm,
contributing to strategic direction and mentoring where appropriate.

Candidate
Profile:

·         Chartered Financial Planner status is
essential.

·         Demonstrates gravitas, confidence, and
emotional intelligence in client interactions.

·         Highly proficient in cash flow planning and
client review processes.

·         A collaborative team player who thrives in a
supportive and capable environment.

This
is a rare opportunity for a high -calibre planner to join a growing firm with a
strong reputation and a genuine commitment to excellence.